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Sales and intake

Every lead read, scored and routed before a rep sees it.

Turn form submissions and enquiries into CRM records with a fit score, supporting evidence and a next step. Your rules define routing and replies; uncertain cases go to a person.

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Who it is for

Teams that need this workflow.

Sales teams where a rep spends the first hour of every day sorting form fills from job seekers and vendors

Firms whose inbound mixes buyers, students, partners and press, and where the wrong routing costs a day

Public-sector intake desks routing applications and requests to the right unit on the right form

What it does

Lead qualification agents, by the job.

Read

Reads every submission

Form fills, replies, chat transcripts and referral emails are parsed into one record: who, which company, what they asked for, and how they arrived.

Enrich

Enriches from public sources

Company size, sector, technology and hiring signals pulled from the company's own pages and the data vendors you already pay for, with the source kept beside every field.

Score

Scores against your rules

Fit, urgency and budget signals scored on rules written with you and stored where you can read them. A rule change is a document edit, never a retrain.

Route

Routes, books or declines

Qualified leads land in the CRM with the reasoning attached and a meeting offered. Poor fits get a courteous reply. Anything uncertain goes to a person.

How it is built

The build, in order.

The pilot covers one defined workflow. We agree its success metric and kill threshold in writing before the build; the steps below show how this system is developed and evaluated.

Map the intake

Every channel a lead can arrive through, the fields each one carries, and the rules your best rep applies without thinking. Written down, then reviewed by that rep.

Shadow mode

The agent scores four weeks of real leads beside your team. Disagreements are read one by one, and the rules move until the agent and the rep agree on the same leads.

Go live on its own

The agent routes, replies and books inside your rules, checking each action before and after it runs. What it cannot clear goes to a person, and each resolution is written back into the rules.

Measure against the baseline

Speed to first reply, qualified rate, meetings held and win rate by source, reported beside the numbers from before the agent existed.

In production at Strataigize

We run this ourselves.

Our own outbound engine qualifies every company on evidence before a person sees it: proof that it takes payments, an independent signal that it needs what we sell, and a contact that Canada's anti-spam law lets us use. A company that misses a gate is held with a written reason. The website forms pass available first-touch data into HubSpot where permitted; missing consent or identifiers leave attribution gaps.

How to build an AI lead-gen system

Governance

Controls and human review.

Every reply and booking is checked against your rules before it goes out, and one that fails a check goes to a person with the reason
Every score carries its reasons and its sources, readable in the CRM record it was written to
Personal data moves under a written data flow, and nothing reaches a model provider your data agreement does not name

The rest of the posture is published on trust and security: client-granted access you can revoke, credentials in managed stores, an AI governance summary aligned to the NIST AI Risk Management Framework, our subprocessors, and a DPA on request. We do not hold SOC 2 and we say so there.

Case studies

The work behind it, documented.

Appomate

Appomate: From 5% Qualified Leads to 80% in 30 Days

285 Leads at $39.50 each$53,000 What one Appomate customer is worth

Read the case study →

Strataigize Marketing

How Our Marketing Agency Uses AI Agents to Automate Busywork

40+ Estimated client tasks queued monthly7 days A week of industry news, read in minutes daily

Read the case study →

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Questions

Lead qualification agents, answered.

What is an AI lead qualification agent?

Software that reads each new lead, gathers the facts a rep would look up, scores the lead against rules your team wrote, and routes it to the right person or the right reply. It replaces the sorting, not the selling.

How is this different from lead scoring in HubSpot or Salesforce?

Native lead scoring adds points for fields and behaviours already in the CRM. An agent reads the free text, fetches what is missing from the company's own site and your data vendors, and explains each score in words. The two work together: the agent writes its score and reasons into the CRM fields you already report on.